In Connex, can I rollback the sync and delete orders?

Introduction

Connex can perform a mass delete of sales receipts, sales orders, or invoices based on the transaction date.

Can I see a preview of sales to delete?

If you use QuickBooks Online, then you can preview the sales. Fill out the form. Click preview. 

I use QuickBooks Online. Is the process identical to desktop?

Yes, except there is no web connector. Just click the delete button. Click log on the right to view progress. Sales are deleted ten at a time.

What orders will Connex delete?

Our software will delete any QuickBooks order (whether Connex synced the order or not) in the date range specified. If you want to delete specific orders, specify the order numbers.

What fields does Connex match for deleting orders?

Connex matches the order date or order number fields:

qb_match.png

What options are available?

You can delete sales receipts, sales orders, or invoices. You can delete them by the date field or the order number field. You can enter a comma-separated list of order numbers or upload a spreadsheet:

delete_UI.jpg

How do I initiate a mass delete?

Here are the steps:

  1. In QuickBooks, go to file > back up company > create local backup.
  2. Follow the wizard to back up the company file.
  3. Login to Connex.
  4. On the left, click orders.
  5. Click delete orders.
  6. Complete the form.
  7. In QuickBooks, go to file and click update web services.
  8. Next to Connex, check the box.
  9. Click update selected to run the web connector.

The web connector will delete the orders individually. Connex will log the transactions.

How do I delete the results of the last sync?

In this example, our goal is removing all sales entered on February 6th. Here are the steps:

  1. In QuickBooks, go to file > back up company > create local backup.
  2. Follow the wizard to back up the company file.
  3. Login to Connex.
  4. At the my connections page, click configure.
  5. On the left of the configure page, click delete orders.
  6. Complete the form as shown: dates.jpg
  7. Click submit.
  8. In QuickBooks, go to file and click update web services.
  9. Next to Connex, check the box.
  10. Click update selected to run the web connector.
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